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11811 Ne 1St Street Suite 311, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-08-26 |
Branch Locations
11811 Ne 1St Street Suite 311, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mindray Na | Mahwah | NJ | 10/2015 | 01/2017 |
| Decker Retirement Planning, Inc. | Redmond | WA | 10/2016 | 07/2021 |
| Soundpath Retirement Strategies | Bellevue | WA | 06/2021 | Present |
| Soundpath Retirement Strategies, Llc | Bellevue | WA | 08/2021 | Present |
| American Financial Education Alliance | Concord | NC | 08/2022 | Present |
SOUNDPATH RETIREMENT STRATEGIES, LLC; INSURANCE AGENT; INVESTMENT RELATED; 08/2021; BELLEVUE, WA; INSURANCE AND ANNUITY PRODUCT SALES; 40 HRS/MONTH INCLUDING DURING TRADING HOURS. AMERICAN FINANICAL EDUCATION ALLIANCE; CHAPTER PRESIDENT; INVESTMENT RELATED; 80/2022; CONCORD, NC; EDUCATION FOR GENERAL PUBLIC ON INVESTMETN RELATED TOPICS; 10 HRS/MONTH; 6 HRS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-28 |
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